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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-06-21 |
| NC | RA | APPROVED | 2007-06-20 |
Branch Locations
8500 Andrew Carnegie Blvd. Charlotte Hub, Charlotte, NC 28262 • United States
Rock Hill, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Charlotte | NC | 01/2007 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 01/2007 | Present |
RENTAL PROPERTY POSITION: Landlord NATURE: Manage inherited rental and use property management company to collect income from tenants. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/29/2024 ADDRESS: 3502 Dublin Ct, Virginia Beach VA 23453, United States DESCRIPTION: Manage inherited rental and use property management company to collect income from tenants.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-21 |
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